Author Topic: AAPL - Apple Inc.  (Read 1612280 times)

beerbaron

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Re: AAPL - Apple Inc.
« Reply #470 on: October 05, 2012, 05:06:12 PM »
Going for vector graphics was a good idea. Wouldn't be surprised if google switched too at some point (they didn't start that way because it wasn't as big a deal on the desktop browser, but with mobile data rates, it matters more ).

http://arstechnica.com/apple/2012/10/report-ios-6-maps-is-data-efficient-compared-to-predecessor/

That might matter right now, but in the future as cost for bandwidth becomes cheaper and network speeds increase it will matter less and less.  That said, I just got my first tablet this week, an iPad 3, and I have to say I'm impressed so far.  The first thing I did was upgrade it to ios6 so I have no experience with ios5 to compare it to, but with less than one weeks use I don't see the problem with the maps app or see any big difference from using google maps on a browser.  The display really is impressive.  I've tried an iPad 2 before for an hour or so and you really can tell the difference in the display.

Operators are slowly forcing customers off unlimited plans. The cost of bandwidth will probably matter more than it has in the past.

Funny, about a year ago people were saying RIM made a strategic mistake in investing so much in compression. Sooner or later carriers will be happy to see that compression come back!

BeerBaron


jjsto

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Re: AAPL - Apple Inc.
« Reply #471 on: October 05, 2012, 05:33:29 PM »
I asked every one of them if they were worried about losing their paid apps; it was a non issue in every case.

My problem is I have been stuck in the apple ecosystem for a while now.  Losing my paid apps wouldnt be a big deal by itself on the cell phone side, but it is integrated with my ipad, macbook, mac mini, and desktop at work.  The hassle of just switching the cell phone wouldnt be worth the marginal benefit of a larger screen, plus having to migrate everything to android.   

Ross812

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Re: AAPL - Apple Inc.
« Reply #472 on: October 05, 2012, 09:44:14 PM »
I can see your point. Two of the three were engineers who use windows for everything at work. The overall switched ng cost wouldn't be that unmanagable for them. It seems like apples moat is increased by the number of apple devices in the users hand and not really the ecosystem. Device integration across the os is Apple's real moat. I wonder if they could sacrifice a portion of their margin in the future and offer discounts on an additional advice with purchase. Say buy an iPad and get $200 off and power book....
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

valueInv

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Re: AAPL - Apple Inc.
« Reply #473 on: October 06, 2012, 10:06:17 AM »
I can see your point. Two of the three were engineers who use windows for everything at work. The overall switched ng cost wouldn't be that unmanagable for them. It seems like apples moat is increased by the number of apple devices in the users hand and not really the ecosystem. Device integration across the os is Apple's real moat. I wonder if they could sacrifice a portion of their margin in the future and offer discounts on an additional advice with purchase. Say buy an iPad and get $200 off and power book....

I have made this point. You can see them strengthening this moat: iCloud, passbook, photos, Game Center, iMessage, tighter integration between devices, focus on building platforms, etc. Most of their new features are directed towards this.

valueInv

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Re: AAPL - Apple Inc.
« Reply #474 on: October 06, 2012, 10:09:39 AM »
Going for vector graphics was a good idea. Wouldn't be surprised if google switched too at some point (they didn't start that way because it wasn't as big a deal on the desktop browser, but with mobile data rates, it matters more ).

http://arstechnica.com/apple/2012/10/report-ios-6-maps-is-data-efficient-compared-to-predecessor/

That might matter right now, but in the future as cost for bandwidth becomes cheaper and network speeds increase it will matter less and less.  That said, I just got my first tablet this week, an iPad 3, and I have to say I'm impressed so far.  The first thing I did was upgrade it to ios6 so I have no experience with ios5 to compare it to, but with less than one weeks use I don't see the problem with the maps app or see any big difference from using google maps on a browser.  The display really is impressive.  I've tried an iPad 2 before for an hour or so and you really can tell the difference in the display.

Operators are slowly forcing customers off unlimited plans. The cost of bandwidth will probably matter more than it has in the past.

Funny, about a year ago people were saying RIM made a strategic mistake in investing so much in compression. Sooner or later carriers will be happy to see that compression come back!

BeerBaron

1, There are many options for compression that are not device specific. See http://www.onavo.com
2, In the age of unlimited plans, they wanted compression. Now with pay-for-use plans, they want you to use more data so that they ca charge you more. When data plan adoption saturates, their revenue growth will come form increased usage. That is why they are so desperate to move people off unlimited plans.

VAL9000

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Re: AAPL - Apple Inc.
« Reply #475 on: October 18, 2012, 05:42:41 PM »
valueInv,  this one's for you.

Bad news for Apple's famed secrecy:
http://www.theregister.co.uk/2012/10/18/apple_iphone_market_share_koh/

Looks like that investment in Apple's legal team isn't working out:
http://www.theregister.co.uk/2012/10/18/apple_loses_uk_appeal_ipad/

I guess as CEO Tim Cook no longer has enough time to also manage the supply chain:
http://www.tomshardware.com/news/iPhone-5-Apple-Supply-Revenue,18463.html

Next time maybe they will invent a simpler phone:
http://thenextweb.com/apple/2012/10/17/iphone-5-production-foxconn/

;)

valueInv

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Re: AAPL - Apple Inc.
« Reply #476 on: October 23, 2012, 11:14:25 PM »
I had the same experience Schiller described with the Nexus 7. Most were stretched out smartphone apps, not tablet apps.

http://techcrunch.com/2012/10/23/phil-schiller-trash-talks-android-tablets-at-ipad-mini-event/

valueInv

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Re: AAPL - Apple Inc.
« Reply #477 on: October 23, 2012, 11:17:04 PM »
Apple seems to be working harder under Cook:

http://venturebeat.com/2012/10/23/apple-pulled-out-all-the-stops-today-in-one-of-the-biggest-apple-events-ever/


They already refreshed the iPhone and the iPods just a month ago. Curiously, the iPad has been refreshed in just 6 months.

valueInv

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Re: AAPL - Apple Inc.
« Reply #478 on: October 23, 2012, 11:31:21 PM »
valueInv,  this one's for you.

Bad news for Apple's famed secrecy:
http://www.theregister.co.uk/2012/10/18/apple_iphone_market_share_koh/

Looks like that investment in Apple's legal team isn't working out:
http://www.theregister.co.uk/2012/10/18/apple_loses_uk_appeal_ipad/

I guess as CEO Tim Cook no longer has enough time to also manage the supply chain:
http://www.tomshardware.com/news/iPhone-5-Apple-Supply-Revenue,18463.html

Next time maybe they will invent a simpler phone:
http://thenextweb.com/apple/2012/10/17/iphone-5-production-foxconn/

;)
I am hoping this causes Apple to miss earnings this quarter and a buying opportunity. A short-term solvable problem as Buffet says.

DCG

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Re: AAPL - Apple Inc.
« Reply #479 on: October 24, 2012, 04:28:01 AM »
When analysts were expecting the iPad mini to be priced at $250-$299, they all complained that Apple's margin's would be too small at that price level. They price it at $329 and analysts say it's too expensive. Analysts are idiots.

I'm not expecing a great quarter, as the iPhone supply problems are real, and you still can't get the 5 anywhere. Demand still appears to be strong though.